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Search for activities with no next activity scheduled
+1Morning,
we’ve had some issues where no new activity was scheduled after an activity was performed. I.e. there is no due date that would notify users to make sure asset activities (e.g. calibrations) are being carried out.
Manually going through and regularly reviewing the entire asset list to ensure all activities are scheduled correctly seems a bit tedious, so we’ve been trying to come up with a way to search for a list of all assets that have got an activity scheduled against it - but no due date set for the next activity.
We’ve not had much luck with setting up an appropriate search. It seems that it’s only possible to search activities that are already scheduled in an activity type, but we haven’t found a way to search for an activity types that haven’t got a future activity scheduled.
Any ideas?
Thanks,
Anna
Best answer by Alan Blair
Hi Anna, unfortunately this isn’t something that can be queried as technically there is no data to query (as the asset doesn’t have an activity)
The only way you might be able to produce a list of this is to create a nested view of activities and then export the list to Microsoft Excel, and then apply some filters within Excel itself.
You can export by clicking File > Print Preview. Select Current view and then Preview. In the Preview you can then export your list to XLS. Once in Excel you can manipulate the data however you need.
+8Hi Anna,
I think this will give you the search you need:
You can update the activity type name as you need or you can remove it altogether.
+1Hi Alan,
that’s great, thanks.
The search did give us results for all assets that have never had an activity carried out and no due date set for one, e.g.:
However, it did not include those assets where an activity had previously been completed, but have no new activity scheduled, e.g.:
Is there a way to amend the search so the results would include those as well? Basically, any asset that does not have the next calibration activity scheduled - independent of period set / previously performed activities.
Thank you!
Anna
+8Hi Anna, unfortunately this isn’t something that can be queried as technically there is no data to query (as the asset doesn’t have an activity)
The only way you might be able to produce a list of this is to create a nested view of activities and then export the list to Microsoft Excel, and then apply some filters within Excel itself.
You can export by clicking File > Print Preview. Select Current view and then Preview. In the Preview you can then export your list to XLS. Once in Excel you can manipulate the data however you need.
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